The pensions and investments industry is a competitive environment, constantly adapting to meet customer demand and ever changing legislation.
Our customers expect an exceptional level of specialist service and that is precisely what we provide. By offering a professional, friendly and efficient approach, we ensure a first class personal response.
The opportunities
As a continually developing business, we welcome applications from people interested in joining our award-winning teams in the following areas:
- pensions administration;
- property administration;
- group scheme administration;
- employee benefits administration.
The role of each team may vary slightly, depending upon the nature of the work. Some teams administer a portfolio of schemes whilst others deal with administrative tasks across the whole portfolio. All roles involve dealing with written and telephone enquiries from our customers, who may be clients, advisers or other business partners, and colleagues.
The work of Administration Teams includes: handling incoming calls from clients and their advisers, providing the highest level of customer service and dealing with queries efficiently and accurately; processing new business applications within a specific timescale and ensuring the new business documentation is accurate and issued to the client or adviser; dealing with all aspects of general administration efficiently and ensuring regulatory deadlines and service standards are met; dealing with general correspondence providing clear, concise and factually correct information and maintaining accurate client records on our database and correspondence files.
The work of the Finance and Investment Servicing Team includes: administering the purchase, sale and registration of quoted equities; administering and monitoring loan interest payments, rent payments, VAT, tax reclaims, self-assessment tax returns and pension scheme registration and ensuring these are dealt with accurately and within specific deadlines; daily banking of investment income cheques; maintaining asset records on our database; maintaining pension payroll records and ensuring payments are processed on time; dealing with all relevant general administration associated with the finance and investments of the scheme.
The right candidate
Our staff come from a variety of backgrounds, as previous pensions experience is not essential. However, member-directed pension schemes are complex by nature and require the ability to acquire a high level of technical knowledge.
Typically, successful candidates are:
- capable of learning to work with new processes and concepts;
- articulate, numerate and excellent communicators;
- skilled at working to deadlines while maintaining accuracy;
- educated to ‘A’ Level standard equivalent or higher;
- IT literate and have an analytical approach to problem solving;
- highly organised, with a proactive approach;
- adept at working within a team, demonstrating a ‘can do’ attitude;
- committed to providing a high standard of customer service.
Key qualities required are a willingness to work within the company’s values and principles including a commitment to:
- personal service;
- professionalism;
- quality;
- timeliness;
- flexibility.
Whatever previous experience staff may have, training and development is central to maintaining and updating knowledge and skills. Through a personalised induction period new staff quickly become integral members of a team providing a quality customer focused service to clients.
What we can offer you.
Benefits include;
- salary progression and review to reward high performance;
- 35 hour standard working week;
- 25 days paid holiday plus 8 bank holiday days;
- interest-free season ticket loan;
- pension and life assurance scheme;
- childcare voucher scheme;
- training and development;
- professional but friendly working environment.
Interested in other career opportunities within Rowanmoor Pensions?
From time-to-time opportunities also arise in the areas of Finance, HR, Marketing, Property Services, IT, Actuarial Services, Pensions Technical, Fund Accounts, Compliance, Consultancy, Sales and Sales Support.
The next step
If you are interested in a career with Rowanmoor Pensions we would be delighted to hear from you, send your CV to HR@rowanmoor.co.uk. or contact Human Resources on 08445 440 573.
Work experience
There are a limited number of short-term work experience placements within Rowanmoor Pensions for school and college students who may be interested in finding out more about a career in administration. For further information please contact Human Resources on 08445 440 573 or email HR@rowanmoor.co.uk.
